I'm not going to lie to you. The last 10 days have been bad. Whether the S&P's downgrade of the US government has any real meaningful impact or not, it's both embarrassing and completely confusing. It's a shot to the gut - for everyone. The worst thing about it is that it is sapping the confidence in what is already a low-confidence environment. And the problem is that no one, no company, does anything that matters when they lack confidence.
